Value Added Services are what sets my firm apart from other brokerage firms.  Look through and think how these services can enhance your benefit plans.

  • Banking Phone App with Debit Card:  HSA, HRA, FSA

  • Bio Metric Screening with Wellness Report

  • Customized Employee Benefits Handbooks

  • Geo-Tracking Time Clock

  • Information Technology Support

  • Marketing and Design Services

  • Strategic Planning and Executive Board Development

  • Low Cost Credit Card Processing That Also Donates Money To A Charity Of Your Choice